Advisor at Whitmore Financial Planning
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Location
Creede, CO 81130
Credentials
Series 65
Industry experience
20 years
Debra Whitmore is the sole advisor at Whitmore Financial Planning in Creede, CO, holding a Series 65 designation with 20 years of experience in financial planning. She has operated Whitmore Financial Planning since 2005 and also owns a separate bookkeeping and consulting business serving local clients since 1991. Whitmore Financial Planning provides fee-only, hourly, and as-needed financial planning services to individuals and small businesses, focusing on comprehensive and targeted advice without managing client assets or holding custody. The firm emphasizes fundamental, long-term asset allocation using diversified holdings and low-cost broker-dealers, operating as a single-advisor practice without discretionary trading authority or percentage-of-AUM fees.
$90 per hour, fees are negotiable
Fee-only: Hourly fee of $90 per hour, fees are negotiable
103 W. Wall St, Po Box 411
Creede, CO 81130
Colorado
Whitmore Financial Planning
2005 - Present (21 years)
Debbie Whitmore, Computer & Consulting Serv.
1991 - Present (35 years)
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